Website:
improwise.co.in
Job details:
Role Description This is a full-time, on-site Insurance Sales Specialist role based in Delhi, India. The Insurance Sales Specialist will identify client insurance needs, present suitable products, and drive sales of life, health, and other insurance solutions aligned with clients’ overall wealth plans. Responsibilities include prospecting and qualifying leads, conducting consultations, preparing proposals, and closing sales through a consultative, client-first approach. The role involves coordinating with insurance providers and brokerage partners, handling policy applications and documentation, and ensuring smooth onboarding and post-sales support. The Insurance Sales Specialist will maintain ongoing relationships with clients, provide timely service on claims and renewals, and collaborate with wealth planners to integrate insurance into broader financial strategies.
Qualifications
- Demonstrated expertise in Insurance Sales and Insurance, with a strong understanding of various policy types and benefits.
- Hands-on experience in Insurance Brokerage and Health Insurance, including product comparison and policy placement.
- Strong Customer Service skills, with the ability to build trust, handle queries, and support clients through the full policy lifecycle.
- Proven ability to work with targets and KPIs, including lead conversion, revenue growth, and retention metrics.
- Excellent communication and interpersonal skills, with proficiency in explaining complex insurance concepts in simple terms.
- Bachelor’s degree in business, finance, insurance, or a related field preferred; relevant certifications in insurance or financial services are an advantage.
- Comfort working in a fast-paced, client-focused environment, with a growth mindset and strong integrity.
- Experience in financial planning or wealth management is beneficial, especially integrating insurance into holistic advisory.
Click on Apply to know more.